LEGACY SOLUTIONS, LLC
CIK 2053314 · Holdings on Dec 31, 2025 · First reported Jan 14, 2026
Top ten holdings
Q4 2025- SPYM15.76%
- SPDW8.18%
- IUSG7.01%
- IUSV6.74%
- CGGR5.95%
- MOAT5.29%
- IVOO3.88%
- SPSM3.28%
- SPEM2.95%
- HTRB2.28%
Share classes counted separately61.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IUSGWeight decreased · -0.55 pp7.56% → 7.01%Shares -3.57K (-6.99%)
- VUSBWeight increased · +0.32 pp1.42% → 1.74%Shares +8.26K (+26.18%)
- SPYMWeight decreased · -0.27 pp16.03% → 15.76%Shares -3.85K (-1.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $17.94M | 15.76% | 223.65K shares | 16.03% → 15.76%-0.27 pp -3.85K (-1.69%) | Reduced | ↗▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $9.32M | 8.18% | 209.76K shares | 8.17% → 8.18%+0.01 pp -2.61K (-1.23%) | Reduced | ↗▾ |
| 03 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $7.98M | 7.01% | 47.52K shares | 7.56% → 7.01%-0.55 pp -3.57K (-6.99%) | Reduced | ↗▾ |
| 04 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $7.67M | 6.74% | 74.83K shares | 6.62% → 6.74%+0.12 pp +1.15K (+1.56%) | Added | ↗▾ |
| 05 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $6.77M | 5.95% | 152.17K shares | 6.21% → 5.95%-0.26 pp -5.13K (-3.26%) | Reduced | ↗▾ |
| 06 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $6.02M | 5.29% | 58.12K shares | 5.47% → 5.29%-0.18 pp -3.28K (-5.34%) | Reduced | ↗▾ |
| 07 | IVOOVANGUARD S&P MID-CAP 400 ETFMIDCP 400 IDX View history and evidence | $4.41M | 3.88% | 39.46K shares | 3.82% → 3.88%+0.06 pp +981 (+2.55%) | Added | ↗▾ |
| 08 | SPSMSS SPDR P S&P 600 SMALL CAPSTATE STREET SPD View history and evidence | $3.73M | 3.28% | 79.57K shares | 3.19% → 3.28%+0.09 pp +2.93K (+3.83%) | Added | ↗▾ |
| 09 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $3.36M | 2.95% | 71.79K shares | 3.00% → 2.95%-0.05 pp +567 (+0.80%) | Added | ↗▾ |
| 10 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $2.60M | 2.28% | 76.01K shares | 2.30% → 2.28%-0.02 pp +1.30K (+1.74%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZTS ZOETIS INC | Non-derivative | -1,390 | -$203.45K | SEC filing ↗ | SEC filing ↗ |
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Non-derivative | -403 | -$202.60K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2053314 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113820437
}Research all 81 reported holdings.
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